Operations Automation
Approvals, deliveries, inventory, compliance — the daily operational work that keeps your business running should not depend on someone remembering to do it. These modules handle it automatically.
Approval Workflows
The problem: Approvals get stuck because requests are sent by email and nobody tracks who needs to sign off next.
Purchase orders, expense requests, and internal approvals are routed to the right person automatically. Approvers get a notification, review, and approve or reject — no email chains, no paper forms sitting on desks.
Document Routing
The problem: Documents are physically carried between departments or forwarded through long email chains.
Incoming documents — contracts, permits, correspondence — are automatically classified and sent to the correct department or person. Everything is logged and searchable.
KPI Reporting
The problem: Managers spend hours every week copying data from different systems into a report spreadsheet.
Key performance indicators are pulled from live data sources and compiled into dashboards and reports automatically. Weekly and monthly reports are generated without anyone building them from scratch.
Task Automation
The problem: Recurring tasks are managed through memory, sticky notes, or shared spreadsheets that nobody updates.
Recurring tasks — daily checks, weekly submissions, monthly reviews — are automatically assigned, tracked, and escalated if overdue. Nothing falls through the cracks.
Inventory Tracking
The problem: Inventory is tracked on paper or in a spreadsheet that is always out of date.
Stock levels are updated in real time as items move in and out. The system triggers reorder alerts when inventory drops below a threshold — no more stockouts or surprise shortages.
Delivery Scheduling
The problem: Dispatchers manually plan routes and call drivers to assign deliveries each morning.
Deliveries are scheduled based on order priority, driver availability, and route efficiency. Drivers receive their schedule automatically. Clients get delivery notifications.
Maintenance Alerts
The problem: Maintenance is reactive. Equipment breaks down because nobody tracked when it was last serviced.
Equipment maintenance schedules are tracked automatically. The system sends alerts before service is due and logs completed maintenance — preventing breakdowns before they happen.
Compliance Checklists
The problem: Compliance checks are done on paper, filed in cabinets, and only reviewed when an audit happens.
Safety inspections, regulatory checks, and internal audits are scheduled on a recurring basis. Checklists are assigned to responsible staff, completed digitally, and stored for audit trails.
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